See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,515 | $99,020-76.3% | $86,590-72.8% | $147,584-84.1% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 3.91% | 1312.34%-1308.4pp | 964.84%-960.9pp | 578.55%-574.6pp |
| Employer contribution / active EE | $690 | $3,132-78.0% | $2,839-75.7% | $4,876-85.9% |
| Participant deferral / active EE | $1,133 | $3,972-71.5% | $3,609-68.6% | $5,439-79.2% |
| Admin fee / account holder | $35,017 | $5,710+513.2% | $4,906+613.8% | $10,885+221.7% |